Assurant, Inc.
AIZ- Exchange
- NYSE
- Industry
- Insurance Carriers, NEC
- SEC CIK
- 0001267238
In the last 90 days, Assurant, Inc. insiders filed 0 open-market purchases and 1 sale; 614 institutions reported holding it in 13F filings for Q2 2026, worth $13.0B in total; no superinvestor holds it.
Other share classesAIZN
13F holders, Q2 2025
Institutional positions in Assurant, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 548
- −8 vs. Q1 2025
- Shares held
- 48.0M
- −1.37M (−2.8%) vs. Q1 2025
- Total value
- $9.49B
- −$871.3M (−8.4%) vs. Q1 2025
- New holders
- 77
- 184 more added
- Sold out
- 85
- 221 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AIZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 614 | $13.0B |
| Q1 2026 | 586 | $10.2B |
| Q4 2025 | 566 | $11.5B |
| Q3 2025 | 542 | $10.2B |
| Q2 2025 | 548 | $9.49B |
| Q1 2025 | 563 | $10.4B |
| Q4 2024 | 566 | $10.4B |
| Q3 2024 | 524 | $9.72B |
| Q2 2024 | 518 | $8.17B |
| Q1 2024 | 509 | $9.20B |
| Q4 2023 | 485 | $8.20B |
| Q3 2023 | 420 | $7.12B |
| Q2 2023 | 414 | $6.30B |
| Q1 2023 | 417 | $6.03B |
| Q4 2022 | 426 | $6.37B |
| Q3 2022 | 429 | $7.45B |
| Q2 2022 | 453 | $8.77B |
| Q1 2022 | 428 | $9.28B |
| Q4 2021 | 421 | $8.22B |
| Q3 2021 | 421 | $8.56B |
| Q2 2021 | 409 | $8.89B |
| Q1 2021 | 401 | $8.15B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Challenger Wealth Management | 1,100 | $217.2K | 0.15% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,098 | $216.8K | 0.02% | +14+1.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,080 | $213.3K | 0.00% | −141−11.5% | Reduced |
| Summit Trail Advisors, LLC | 1,060 | $209.3K | 0.00% | +1,060 | New |
| Regions Financial Corp | 1,038 | $205.0K | 0.00% | −16−1.5% | Reduced |
| Qtron Investments LLC | 1,033 | $204.0K | 0.03% | −2,398−69.9% | Reduced |
| Cresset Asset Management, LLC | 1,029 | $203.2K | 0.00% | +9+0.9% | Added |
| Everence Capital Management Inc | 1,030 | $203.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,027 | $202.8K | 0.03% | −1,029−50.0% | Reduced |
| HighTower Advisors, LLC | 1,015 | $200.5K | 0.00% | −196−16.2% | Reduced |
| Vestcor Inc | 1,001 | $198.0K | 0.01% | −228−18.6% | Reduced |
| Harbor Investment Advisory, LLC | 973 | $192.2K | 0.02% | +250+34.6% | Added |
| Plato Investment Management Ltd | 976 | $192.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 941 | $185.8K | 0.00% | +941 | New |
| Ronald Blue Trust, Inc. | 933 | $184.3K | 0.00% | +123+15.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 862 | $170.2K | 0.00% | −45,947−98.2% | Reduced |
| Principia Wealth Advisory, LLC | 831 | $164.0K | 0.14% | +9+1.1% | Added |
| Bullock Wealth Management Group | 799 | $157.9K | 0.08% | −32−3.9% | Reduced |
| Horizon Investments, LLC | 799 | $157.8K | 0.00% | +63+8.6% | Added |
| LRI Investments, LLC | 771 | $152.2K | 0.01% | +43+5.9% | Added |
| Ossiam | 764 | $150.9K | 0.00% | −90−10.5% | Reduced |
| State of Wyoming | 726 | $143.4K | 0.02% | +726 | New |
| IFP Advisors, Inc | 530 | $140.2K | 0.00% | −106−16.7% | Reduced |
| CX Institutional | 666 | $132.0K | 0.00% | +42+6.7% | Added |
| Quest Partners LLC | 588 | $116.1K | 0.01% | −313−34.7% | Reduced |
| Central Pacific Bank - Trust Division | 560 | $110.6K | 0.01% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 556 | $109.4K | 0.00% | −21,161−97.4% | Reduced |
| Ci Investments Inc. | 547 | $108.0K | 0.00% | −119−17.9% | Reduced |
| TD Private Client Wealth LLC | 543 | $107.2K | 0.00% | +122+29.0% | Added |
| EverSource Wealth Advisors, LLC | 525 | $103.7K | 0.00% | +262+99.6% | Added |
| Canada Post Corp Registered Pension Plan | 516 | $101.9K | 0.01% | +516 | New |
| Atlas Capital Advisors LLC | 502 | $99.1K | 0.01% | −15−2.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 427 | $84.3K | 0.01% | +1+0.2% | Added |
| Farther Finance Advisors, LLC | 399 | $78.9K | 0.00% | −302−43.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 368 | $72.6K | 0.00% | +79+27.3% | Added |
| Covestor Ltd | 361 | $72.0K | 0.04% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 333 | $66.2K | 0.02% | +333 | New |
| Northwestern Mutual Wealth Management Co | 335 | $66.2K | 0.00% | −9−2.6% | Reduced |
| Acadian Asset Management LLC | 337 | $66.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 277 | $54.7K | 0.01% | +16+6.1% | Added |
| MAI Capital Management | 271 | $53.5K | 0.00% | +15+5.9% | Added |
| Skopos Labs, Inc. | 271 | $53.5K | 0.01% | +48+21.5% | Added |
| Ameriflex Group, Inc. | 235 | $46.1K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 232 | $45.8K | 0.00% | +107+85.6% | Added |
| First Horizon Advisors, Inc. | 231 | $45.7K | 0.00% | +133+135.7% | Added |
| Allworth Financial LP | 224 | $44.2K | 0.00% | +20+9.8% | Added |
| Bryn Mawr Trust Co | 219 | $43.3K | 0.00% | −63−22.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 208 | $41.1K | 0.01% | +5+2.5% | Added |
| Jones Financial Companies LLLP | 192 | $37.8K | 0.00% | −116−37.7% | Reduced |
| Huntington National Bank | 189 | $37.3K | 0.00% | +4+2.2% | Added |
| Geneos Wealth Management Inc. | 183 | $36.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 166 | $32.8K | 0.02% | +6+3.8% | Added |
| Cullen/Frost Bankers, Inc. | 148 | $29.1K | 0.00% | +136+1,133.3% | Added |
| REAP Financial Group, LLC | 144 | $28.5K | 0.01% | +95+193.9% | Added |
| Aster Capital Management (DIFC) Ltd | 142 | $28.0K | 0.01% | +142 | New |
| Sentry Investment Management LLC | 146 | $28.0K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 140 | $27.7K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 139 | $27.0K | 0.00% | +4+3.0% | Added |
| Onefund, LLC | 138 | $27.0K | 0.02% | +138 | New |
| Alpine Bank Wealth Management | 134 | $26.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $24.7K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 122 | $24.1K | 0.01% | +122 | New |
| Parallel Advisors, LLC | 118 | $23.3K | 0.00% | +77+187.8% | Added |
| Raleigh Capital Management Inc. | 116 | $22.8K | 0.01% | −11−8.7% | Reduced |
| Assetmark, Inc | 98 | $19.4K | 0.00% | −63−39.1% | Reduced |
| J.Safra Asset Management Corp | 97 | $19.2K | 0.00% | −41−29.7% | Reduced |
| Private Trust Co NA | 97 | $19.1K | 0.00% | −52−34.9% | Reduced |
| Smithfield Trust Co | 95 | $19.0K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 94 | $18.6K | 0.01% | −83−46.9% | Reduced |
| Smartleaf Asset Management LLC | 90 | $17.7K | 0.00% | −48−34.8% | Reduced |
| Brown Brothers Harriman & Co | 87 | $17.2K | 0.00% | +59+210.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $16.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 78 | $15.4K | 0.00% | −14−15.2% | Reduced |
| Alerus Financial NA | 77 | $15.2K | 0.00% | +77 | New |
| Center for Financial Planning, Inc. | 75 | $14.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 73 | $14.4K | 0.00% | +50+217.4% | Added |
| Strengthening Families & Communities, LLC | 68 | $13.5K | 0.01% | +31+83.8% | Added |
| Copia Wealth Management | 62 | $12.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 60 | $11.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $11.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $10.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 54 | $10.7K | 0.00% | −2−3.6% | Reduced |
| Fortitude Family Office, LLC | 53 | $10.5K | 0.00% | +13+32.5% | Added |
| Dogwood Wealth Management LLC | 54 | $10.3K | 0.01% | +54 | New |
| Atlantic Trust, LLC | 51 | $10.1K | 0.00% | −11−17.7% | Reduced |
| Larson Financial Group LLC | 50 | $9.97K | 0.00% | +28+127.3% | Added |
| Federation des caisses Desjardins du Quebec | 50 | $9.88K | 0.00% | −892−94.7% | Reduced |
| Richardson Financial Services Inc. | 47 | $9.29K | 0.01% | −237−83.5% | Reduced |
| Capital Advisors, Ltd. LLC | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 45 | $8.89K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 35 | $6.91K | 0.00% | −40−53.3% | Reduced |
| Clear Street Markets LLC | 34 | $6.71K | 0.00% | +34 | New |
| Grove Bank & Trust | 33 | $6.52K | 0.00% | +2+6.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 29 | $6.07K | 0.00% | +29 | New |
| Prestige Wealth Management Group LLC | 27 | $5.33K | 0.00% | −14−34.1% | Reduced |
| New Age Alpha Advisors, LLC | 27 | $5.33K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $4.94K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $4.74K | 0.00% | −354−93.7% | Reduced |
| Bruce G. Allen Investments, LLC | 24 | $4.74K | 0.00% | −4−14.3% | Reduced |